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3561 E Sunrise Drive Suite 129, Tucson, AZ 85718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-02-19 |
| CA | RA | APPROVED | 2020-07-23 |
| AZ | RA | APPROVED | 2020-07-17 |
| TX | RA | APPROVED_RES | 2020-07-14 |
Branch Locations
3561 E Sunrise Drive Suite 129, Tucson, AZ 85718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Secure Investment Management, Llc | Tucson | AZ | 11/2015 | 01/2018 |
| G.F. Investment Services, Llc | Sarasota | FL | 05/2016 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oro Valley | AZ | 01/2018 | 10/2019 |
| Premiere Wealth Advisors, Llc | Tucson | AZ | 12/2019 | 06/2020 |
| Rise Private Wealth Advisors Llc | Tuscon | AZ | 06/2020 | Present |
Alastair Stansfield is also a licensed insurance agent for life insurance and annuities. Approximately 10% of his time is spent on these activities. He may offer Clients services from those activities. As an insurance agent, he may receive separate yet typical compensation.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-17 |
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